CFO Talks

NOVEMBER 21, 2024

First and foremost is financial acumen—understanding financial reporting, budgeting, forecasting, and compliance is foundational. It would combine the best aspects of financial forecasting and strategic planning, helping companies stay ahead in a constantly evolving landscape.

CFO 98

CFO Leadership Communication Problem Solving 98

Fpanda Club

NOVEMBER 15, 2022

From the FP&A’s standpoint the level of awareness and the level of accuracy can be used as these dimensions and then incorporated into forecasting and analysis. Regular update of information to check those facts against them ensures accurate forecasts based on the one-point estimate or a range with a high level of confidence.

Concentration 130

Concentration Forecasting Risk Management Risk Analysis 130

CFO Thought Leader

JANUARY 6, 2025

I was always in a seat where I was working across different industries, company sizes, and with that, all the challenges that came it provided me with such a concentrated view of how leadership in finance can drive growth across such diversity.

CFO 52

CFO Leadership Compliance Concentration 52

Future CFO

JULY 17, 2023

Challenging during volatility—but can’t be neglected Frequent and accurate cash forecasts are an organisation’s eyes and ears for maintaining cash visibility and liquidity while predicting cash flow amid a fickle market (and between a pandemic, geopolitical instability, and recession worries, fickle has become the baseline).

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Barry Ritholtz

MARCH 9, 2024

Momentum in the job market picked up aggressively over the past year — all while Washington is deadlocked on a border deal ( Washington Post ) • The Errors Tour: How the Pros Bungled the End of Zero Interest Rates : A look at the ways forecasters, traders and executives missed the mark over the past two years. And at the lessons learned.

Concentration 122

Concentration Forecasting Banking Securities 122

The Finance Weekly

JULY 19, 2023

When used effectively, forecasts serve as powerful planning tools , enabling consideration of various potential scenarios, allowing the executive team to devise tentative plans based on multiple projections. Combine Short-Term and Mid-Term Projections Short-term forecasting proves valuable in boosting , KPI.

Forecasting 52

Forecasting Cash Flow Forecasting Budgeting Concentration 52

Barry Ritholtz

JANUARY 8, 2024

Long and Variable Lags : The recessionistas who are convinced a recession scenario is likely for 2024 are basing their forecasts a simple fact: Monetary policy impacts the economy on a delay (aka “long and variable lags”). Market Concentration : What happens when the Magnificent 7 is no longer so magnificent? November 29, 2023) _ 1.

Forecasting 132

Forecasting Concentration Marketing Construction 132

Global Finance

SEPTEMBER 9, 2024

And while the latest tools of the trade—artificial intelligence (AI) and machine learning (ML)—promise to make tasks such as liquidity forecasting, cash management, and risk management easier, they come with their own complications and tie the treasury team even more closely into management’s strategic planning.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Barry Ritholtz

AUGUST 1, 2023

Forecasting Folly : Did you get sucked into the endless predictions of doom and gloom ? Recall John Kenneth Galbraith’s observation: “The only function of economic forecasting is to make astrology look respectable.” Never forget: Forecasts are marketing. Were you convinced by the people who saw the Recession coming ?

Forecasting 98

Forecasting Concentration Valuation Marketing 98

Centage

AUGUST 15, 2022

For this reason, many companies opt to abandon Excel budgeting in favor of a tool that can handle driver-based planning and forecasting. Data Integrity Are you sure that your current forecasts are accurate? Driver-based planning lets businesses focus on key indicators while ignoring the noise.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

PYMNTS

OCTOBER 31, 2016

Mobile devices will account for 75 percent of global internet use next year, according to Zenith’s new Mobile Advertising Forecasts, published last week. times over four years, and Zenith forecasts it to rise to 63 percent by 2018. Smartphone penetration has now reached 56 percent, an increase of 2.4

Accounting 76

Accounting Concentration Forecasting Advertising 76

PYMNTS

SEPTEMBER 29, 2020

Bankruptcy filings are surging in New York City with almost 6,000 closures, representing a 40 percent increase, according to Bloomberg , and it's forecasted to keep getting worse. The spikes were especially concentrated in the south Brooklyn and Queens neighborhoods with large Orthodox Jewish communities observing Yom Kippur.

Concentration 89

Concentration Forecasting Retail 89

PYMNTS

JANUARY 22, 2021

Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions. For instance, both cash concentration and notional pooling can enable a treasurer to understand an end-of-day cash position. A Fork In The Road.

Treasury 103

Treasury Concentration Currencies Banking 103

The Finance Weekly

APRIL 25, 2022

Most of these steps, which include empowering CISOs, concentrating on business continuity capabilities and investments, and improving scenario planning, intersect with the CFO’s growing role in supporting and financing the organization’s cybersecurity framework.

Finance 107

Finance Forecasting Treasury Concentration 107

CFO News Room

FEBRUARY 6, 2022

The forecast unemployment rate was 3.9%, essentially equal to the actual. Growth in employment continued in leisure and hospitality, professional and business services, retail trade, and transportation and warehousing. Job growth was much stronger than the estimate of 150,000, as compiled by Dow Jones. hour to 33.9

Benchmarking 130

Benchmarking Transportation Concentration Numbers 130

PYMNTS

JANUARY 20, 2021

Combining real-time analytics with the context of historical data can be particularly valuable in making more intelligent choices about key processes, including supplier payments and cash forecasting, Fitzmaurice added.

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

CFO News Room

NOVEMBER 16, 2022

The system assigns scores to each critical component and commodity based on types of risks, such as environmental, geopolitical, lead time for production capacity, and geographic concentration of suppliers. This revelation made the company rethink its go-to-market model for select premium models and vehicles with special features or colors.

Concentration 130

Concentration Prioritization Investments Planning 130

CFO News Room

FEBRUARY 2, 2022

Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice.

Concentration 130

Concentration Investments Securities Currencies 130

PYMNTS

JULY 13, 2020

Telehealth in its various forms is where much of the post-pandemic action is concentrated. As much as is being poured into retail healthcare, possibly more investment and innovation are concentrated on the prescription-drug market, a sector that’s forecast to hit nearly $360 billion in 2020.

Healthcare 87

Healthcare Concentration Startups Retail 87

Global Finance

JULY 26, 2024

Payable , another double winner, takes both Best Cash Forecasting Solution and Best Treasury Analytics Provider. Boasting a robust back office, it provides treasury analytics with real-time key performance indicators, a modern and intuitive user experience, process automation, and exception-based management.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

The Finance Weekly

JULY 14, 2024

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Simply Treasury

JULY 12, 2021

Some smart Fintechs are building/ have built solutions for SMEs or smaller entities to help them better managing liquidities, improve yield, execute, and secure payments, set up reliable cash-flow forecasts, negotiate excellent FX hedging instruments, orchestrate KYC documents exchanges, etc.…. What are they doing in such situations?

Treasury 130

Treasury Cash Flow Forecasting Concentration Retail 130

Barry Ritholtz

FEBRUARY 5, 2025

Chasing that performance has led the hedge fund space to swell to over 5 trillion in assets today, with forecasts topping 13 trillion globally by 2032. Concentration, leverage, and illiquidity. So you’ve seen an increased concentration of the assets going to certain managers in the hedge fund space.

Investments 59

Investments Concentration Marketing Leverage 59

The Finance Weekly

MAY 5, 2024

Strategic Sales Planning When it comes to strategic planning, sales shouldn't just focus on yearly targets but also look ahead with sales forecasts. Sales planning focuses on forecasting potential cash flows and profitability , laying the groundwork for achieving desired sales targets.

Planning 72

Planning Sales Forecasting Strategic Planning 72

PYMNTS

FEBRUARY 5, 2020

Accounting for everything, especially when it comes to credit — in other words, taking stock and measure of where lending activities have been concentrated, where risk is and where losses may loom — is as much art as science. In remarks to analysts, he noted that “we start with a 12-month loss outlook which we forecast.

Accounting 63

Accounting Banking Forecasting CFO 63

PYMNTS

DECEMBER 4, 2019

In another statement, WePay VP of Marketing Jennifer Lewis said, “Small businesses want to concentrate on growing their businesses, but often get bogged down with backend operations that take a lot of their time. .” JPMorgan Chase’s integrated payments business, WePay , will enable the payments processing integration.

Invoicing 52

Invoicing Concentration Forecasting Compliance 52

PYMNTS

FEBRUARY 24, 2020

Target ’s strategy to concentrate on its eCommerce business has moved the big-box retailer to the No. At a time when brick-and-mortar stores are struggling to keep up with the fast-changing retail landscape, Target seems to have hit the bullseye,” said Cindy Liu, eMarketer forecasting analyst. percent of total online sales in the U.S.

eCommerce 60

eCommerce Sales Concentration Retail 60

PYMNTS

MAY 1, 2019

Earlier Wednesday (May 1), ADP said private-sector employers hired 275,000 employees in April, surpassing the forecast by economists for 180,000 hires. ADP said the jobs were concentrated in the service sector, which represented 223,000. Natural resources and mining were the only two sectors to lose jobs in April.

Concentration 53

Concentration Forecasting Numbers Marketing 53

PYMNTS

FEBRUARY 5, 2020

Accounting for everything, especially when it comes to credit — in other words, taking stock and measure of where lending activities have been concentrated, where risk is and where losses may loom — is as much art as science. In remarks to analysts, he noted that “we start with a 12-month loss outlook which we forecast.

Banking 56

Banking Forecasting CFO Concentration 56

Future CFO

JANUARY 23, 2024

The projected fall-off in US-China trade is one of the most significant developments in the updated global trade map, with 2032 trade value forecast to fall by US$197 billion from its 2022 level. India is forecast to achieve 6.3% China’s trade with the EU will continue to grow, but more slowly than the global average.

Manufacturing 52

Manufacturing Forecasting Concentration Investments 52

PYMNTS

JULY 15, 2020

What we’re seeing is the retailers that have invested materially and brought a concentrated effort to their digital presence have had the ability to shift online materially [more quickly] and pick up a share of wallet that is actually increasing given that spend in hospitality and travel has nearly disappeared.”.

Retail 82

Retail Concentration Forecasting Investments 82

Global Finance

JUNE 14, 2024

AI’s internal process evaluation and predictive maintenance mitigate operational risks, forecasting system issues for pre-emptive action. This can help institutions identify concentration risk earlier and determine actions for loan diversification.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Future CFO

AUGUST 4, 2021

Moody’s forecasts about 30% of Asia Pacific economies will face a modest degree of scarring, experiencing an output decline of 2%-8% below our pre-pandemic forecast GDP levels by 2023, said Deborah Tan, a Moody's Assistant Vice President and Analyst.

Economics 40

Economics Forecasting Concentration Healthcare 40

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. We just need to get the books closed a little bit more quickly and to update our forecasts more quickly.

CFO 52

CFO Investments Concentration Restructuring 52

E78 Partners

NOVEMBER 7, 2024

Outsourcing also enables internal teams to concentrate on essential business tasks rather than getting weighed down by the challenges of telecom management. Consequently, companies can efficiently concentrate on their primary tasks while meeting their telecommunications requirements.

Concentration 52

Concentration Vendor Management Communication Risk Management 52

E78 Partners

NOVEMBER 7, 2024

Outsourcing also enables internal teams to concentrate on essential business tasks rather than getting weighed down by the challenges of telecom management. Consequently, companies can efficiently concentrate on their primary tasks while meeting their telecommunications requirements.

Concentration 52

Concentration Vendor Management Communication Risk Management 52

CFO Thought Leader

APRIL 16, 2024

Inside The Mentoring Round, Semperis CFO Jeff Bray emphasizes the importance of concentrating investments on the best ideas rather than spreading resources too thinly. He also plans to improve budget reporting to business units and implement stronger governance structures to support scaling operations.

CFO 40

CFO Concentration Budgeting Forecasting 40